Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,556
| Closed | -$203K | – | 569 |
|
|
2024
Q4 | $203K | Hold |
2,556
| – | – | ﹤0.01% | 281 |
|
|
2024
Q3 | $196K | Hold |
2,556
| – | – | ﹤0.01% | 284 |
|
|
2024
Q2 | $188K | Hold |
2,556
| – | – | ﹤0.01% | 278 |
|
|
2024
Q1 | $176K | Hold |
2,556
| – | – | ﹤0.01% | 282 |
|
|
2023
Q4 | $170K | Hold |
2,556
| – | – | ﹤0.01% | 292 |
|
|
2023
Q3 | $149K | Hold |
2,556
| – | – | ﹤0.01% | 312 |
|
|
2023
Q2 | $162K | Buy |
+2,556
| New | +$162K | ﹤0.01% | 312 |
|